The Client Services Officer (CSO) is primarily responsible for performing the tasks that comprise the implementation and ongoing administration of clients'
Job Title: Customer Services Manager Job Family: Customer Services Reports to: Operations Director Main function: Responsibility for the day to day
Job description Job Title: Client Services Supervisor (Accounts) Location: Poole Full / part time: Full Time Reporting to: Client Services Manager
and ensure that this is dealt with in an appropriate manner • Lead by example, act as a role model for staff within the service • Promote a client focused
Our vision: “We want to satisfy our customers' financial needs and help them succeed financially ” - The Vision and Values of Wells Fargo What a Service
Key Responsibilities • Client Relationship Management – Ensuring client satisfaction hits and exceeds business targets Driving and supporting Account
Successful leadership and management of the Sales and Client Care Divisions; resulting in a smooth running, effective operation with a reputation for excellence
Job Title: Financial Planner Reports To: Client Service Manager Direct Reports: Between 1-3 Direct Reports 1 Role Specification
DUTY NO ESSENTIAL DUTIES: (These duties are a representative sample; position Intercity Transit JOB TITLE: Customer Services Manager 2 Ff DUTY